LQD icon

iShares iBoxx $ Investment Grade Corporate Bond ETF

937 hedge funds and large institutions have $29.4B invested in iShares iBoxx $ Investment Grade Corporate Bond ETF in 2019 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 309 increasing their positions, 306 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
937
Holders Change
+106
Holders Change %
+12.76%
% of All Funds
18.5%
Holding in Top 10
100
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+3.09%
% of All Funds
1.97%
New
202
Increased
309
Reduced
306
Closed
81
Calls
$1.48B
Puts
$2.53B
Net Calls
-$1.05B
Net Calls Change
+$554M
Name Holding Trade Value Shares
Change
Shares
Change %
AWA
476
Arete Wealth Advisors
Illinois
$993K -$284K -2,218 -22%
OC
477
Oarsman Capital
Wisconsin
$990K -$72.3K -565 -7%
SCM
478
Spreng Capital Management
Ohio
$965K +$965K +7,541 New
CIBC World Market
479
CIBC World Market
Ontario, Canada
$963K +$17K +133 +2%
AFAS
480
Acorn Financial Advisory Services
Virginia
$956K +$956K +7,464 New
Lido Advisors
481
Lido Advisors
California
$945K +$526K +4,108 +126%
1SB
482
1ST Source Bank
Indiana
$938K +$3.97K +31 +0.4%
SWRP
483
Summit Wealth & Retirement Planning
California
$921K +$181K +1,411 +24%
HTC
484
Haverford Trust Company
Pennsylvania
$908K +$91.2K +713 +11%
FFBTD
485
First Financial Bank - Trust Division
Ohio
$901K -$122K -953 -12%
PA
486
Pinnacle Associates
New York
$899K -$2.05K -16 -0.2%
UAS
487
United Asset Strategies
New York
$896K +$896K +7,004 New
GRP
488
Global Retirement Partners
California
$885K -$445K -3,479 -33%
PCM
489
Parsons Capital Management
Rhode Island
$874K -$6.4K -50 -0.7%
HWM
490
Hohimer Wealth Management
Washington
$871K +$871K +6,810 New
CFB
491
Cullen/Frost Bankers
Texas
$856K +$117K +912 +16%
NAM
492
NTV Asset Management
West Virginia
$854K
TA
493
Townsend & Associates
Colorado
$849K +$50.5K +395 +6%
LW
494
Linscomb Wealth
Texas
$848K +$274K +2,140 +48%
PFG
495
Piershale Financial Group
Illinois
$842K -$92.3K -721 -10%
VSWA
496
Vontobel Swiss Wealth Advisors
Switzerland
$839K -$1.31M -10,250 -61%
CAG
497
Csenge Advisory Group
Florida
$837K -$30.2K -236 -3%
TPA
498
Trivium Point Advisory
Connecticut
$835K +$44.8K +350 +6%
GCA
499
Gradient Capital Advisors
California
$824K -$8.45K -66 -1%
EWM
500
Evercore Wealth Management
New York
$823K -$226K -1,763 -22%